Kagan Cocozza Asset Management Sells in Q1 2025

Kagan Cocozza Asset Management

  • $122 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-144
- 1.02%
$206.38 - $242.18 $29.7K - $34.9K
13.9K $2.88B
SPMD
Spdr Portfolio

ETFs
-564
- 0.89%
$50.21 - $57.73 $28.3K - $32.6K
62.6K $3.21B
IVV
Ishares Core S&P 500 ETF

ETFs
-94
- 1.93%
$554.06 - $615.85 $52.1K - $57.9K
4.77K $2.68B
XLY
Select Sector Spdr Consumer Di

ETFs
-30
- 0.65%
$192.6 - $233.2 $5.78K - $7K
4.6K $908M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-254
- 0.89%
$40.03 - $46.81 $10.2K - $11.9K
28.3K $1.15B
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 0.36%
$551.42 - $612.93 $7.17K - $7.97K
3.58K $2B
BAC
Bank Of America Corp

Financial Services
-1.24K
- 15.92%
$39.61 - $47.74 $49K - $59K
6.53K $272M
WFC
Wells Fargo & Company

Financial Services
-1.13K
- 11.29%
$66.78 - $81.42 $75.7K - $92.3K
8.91K $639M
XLV
Select Sector Spdr Fund Health

ETFs
-756
- 10.86%
$137.61 - $149.68 $104K - $113K
6.21K $906M
AAPL
Apple Inc.

Technology
-6
- 0.39%
$209.68 - $247.1 $1.26K - $1.48K
1.53K $341M
SYY
Sysco Corp

Consumer Defensive
-141
- 1.54%
$70.0 - $77.13 $9.87K - $10.9K
9K $675M
PFE
Pfizer Inc

Healthcare
-97
- 0.61%
$25.01 - $27.13 $2.43K - $2.63K
15.8K $401M
XLI
Industrial Sector Spdr

ETFs
-120
- 1.76%
$128.78 - $141.67 $15.5K - $17K
6.69K $877M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-8
- 0.11%
$44.81 - $46.22 $358 - $370
7.11K $321M
USRT
Ishares Core U.S. Reit ETF

ETFs
-82
- 0.45%
$55.14 - $60.29 $4.52K - $4.94K
18.3K $1.06B
XLP
Consumer Staples Sector Spdr

ETFs
-180
- 3.4%
N/A
5.11K $417M
ADP
Automatic Data Processing Inc

Industrials
-96
- 3.43%
$286.85 - $318.64 $27.5K - $30.6K
2.7K $825M
XLF
Financial Sector Spdr

ETFs
-405
- 2.16%
$47.32 - $52.19 $19.2K - $21.1K
18.4K $916M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6
- 0.09%
$126.11 - $135.06 $757 - $810
6.48K $836M
XLU
Utilities Sector Spdr

ETFs
-15
- 0.39%
$74.7 - $80.27 $1.12K - $1.2K
3.81K $300M
XOM
Exxon Mobil Corp

Energy
-143
- 4.51%
$105.44 - $118.93 $15.1K - $17K
3.03K $360M
EEM
Ishares Msci Emerging Markets

ETFs
-19
- 0.18%
$40.81 - $45.34 $775 - $861
10.8K $470M
IYR
Ishares Tr

ETFs
-62
- 0.64%
$89.49 - $98.98 $5.55K - $6.14K
9.56K $916M
DUK
Duke Energy Corp

Utilities
-60
- 3.05%
$105.87 - $121.97 $6.35K - $7.32K
1.91K $233M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-328
- 0.89%
$42.18 - $45.16 $13.8K - $14.8K
36.7K $1.62B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-125
- 0.37%
$37.07 - $40.63 $4.63K - $5.08K
33.6K $1.32B
PAYX
Paychex Inc

Industrials
-18
- 0.78%
$136.06 - $154.52 $2.45K - $2.78K
2.28K $351M
VEA
Vanguard Ftse Developed Market

ETFs
-25
- 0.24%
$47.4 - $52.99 $1.19K - $1.32K
10.3K $523M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-563
- 1.21%
$95.85 - $99.25 $54K - $55.9K
46K $4.55B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-72
- 0.28%
$27.47 - $30.62 $1.98K - $2.2K
25.3K $748M
VEU
Vanguard Ftse All World Ex Us

ETFs
-6
- 0.05%
$56.51 - $62.98 $339 - $378
13K $787M
AFL
Aflac Inc

Financial Services
-173
- 1.84%
$100.99 - $111.19 $17.5K - $19.2K
9.2K $1.02B
LLY
Eli Lilly & CO

Healthcare
-112
- 4.07%
$725.72 - $929.72 $81.3K - $104K
2.64K $2.18B
Activity Summary
Buys All Purchases 18 New Holdings 0 Increased Positions 18 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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